RIAs: $100M – $500M AUM
7,767 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
Branson Fowlkes & Co Inc
RIAHouston, TX
AUM $439MTEAM 7REPS 7
Osterweis Capital Management
RIASan Francisco, CA
AUM $439MTEAM 66REPS 14
Bates Financial Advisors, Inc.
RIARockford, IL
AUM $439MTEAM 5REPS 5
Groundforce Capital Management, LLC
RIAMill Valley, CA
AUM $439MTEAM 10REPS 4
Fortress Wealth Group
RIAWinter Park, FL
AUM $439MTEAM 14REPS 6
Spivak Asset Management, LLC
RIAAvon, CT
AUM $439MTEAM 1REPS 1
Barca Capital, LLC
RIAWest Newton, MA
AUM $439MTEAM 3REPS 2
Simplyrich
RIAAUM $439MTEAM 2REPS 2
TA Capital Management, LLC
RIASewell, NJ
AUM $439MTEAM 4REPS 4
Gables Capital Management, Inc.
RIAMiami, FL
AUM $439MTEAM 8REPS 3
Newport Investment Management, LLC
RIAChicago, IL
AUM $439MTEAM 17REPS 2
Shawspring Partners, LLC
RIABoston, MA
AUM $439MTEAM 7REPS 3
Dickmeyer Boyce Financial Management, Inc
RIAFort Wayne, IN
AUM $439MTEAM 8REPS 5
Second Alpha Partners
RIANew York, NY
AUM $438MTEAM 6REPS 3
Storen Financial
RIAZionsville, IN
AUM $438MTEAM 14REPS 8
Newvest Management, LP
RIAAUM $438MTEAM 25REPS 7
Hendley & Co Inc.
RIAZanesville, OH
AUM $438MTEAM 5REPS 3
Arnold Weitz & Co
RIAElkhorn, NE
AUM $438MTEAM 2REPS 2
Schulz Wealth, Ltd.
RIAMansfield, TX
AUM $438MTEAM 3REPS 3
154 Partners Investment Management LLC
RIANew York, NY
AUM $438MTEAM 13REPS 4
CIC Partners Management LLC
RIADallas, TX
AUM $438MTEAM 17REPS 5
Access Financial Services, Inc.
RIAMinneapolis, MN
AUM $438MTEAM 10REPS 6
The Lloyd Advisory Group
RIASuwanee, GA
AUM $438MTEAM 13REPS 8
Crown Wealth Group LLC
RIACharlotte, NC
AUM $438MTEAM 10REPS 8
Other AUM ranges
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